Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,297 | $95,453+127.6% | $112,040+93.9% | $82,448+163.6% |
| Participation rate | 97.7% | 72.8%+25.0pp | 76.5%+21.2pp | 68.1%+29.7pp |
| Annual return | 11.72% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $7,226 | $2,318+211.8% | $2,954+144.6% | $2,551+183.3% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,606 | $9,013+6.6% | $12,098-20.6% | $7,234+32.8% |